The Task Management panels provide tools for working with tasks, viewing associated documents, managing team assignments, adding notes, and reviewing the audit trail.
Task Details Panel
The Task Details panel shows information about the current task including status, assignee, team, and linked data forms.
Features
- Task status — View and update the task’s current status using the status dropdown
- Assignee — See who is assigned and reassign to another user
- Team — View and change the team assigned to this task (see below)
- Priority — Set or change the task priority
- Due date — View or set the task’s due date
- Linked data forms — Quick access to forms associated with this task
- Plan status — For planned tasks, view the current plan execution state and open the Plan Monitor
Team Assignment
The team dropdown in the task details panel shows the currently assigned team. You can:
- Select a team — Choose from all teams in the organization
- Change the team — Switch to a different team at any time
- Clear the team — Remove the team assignment using the clear button
Team changes are automatically recorded in the task’s activity trail. If the task was created from a template with a default team, that team was pre-populated at creation time but can be overridden here.
Team assignment determines which group of users is responsible for the task. Combined with project-level team role assignments, this controls visibility and access to the task.
Task Documents Panel
The Task Documents panel shows all documents attached to the current task. Click a document to open it in the center view.
If the task was created from a template with document groups, documents are organized by group with tabs for each group.
Task Notes Panel
The Task Notes panel lets you add and view notes specific to the current task. Notes are visible to all team members with access to the task.
The Task Metadata panel displays metadata properties associated with the current task, such as custom fields and categorization values.
Audit Notes Panel
The Audit Notes panel shows the audit trail for the current document, tracking all changes made including who made them and when.
Features
- Chronological timeline — Changes displayed in order with timestamps
- User attribution — Each change shows who made it with their avatar
- Change details — See what was modified, added, or removed
- Team changes — Track when the team assignment was changed, showing both previous and new team names
Project Overview Panel
The Project Overview panel provides a quick reference to the current project’s name, owner, status, and notes without leaving the workspace.
Project Notes Panel
The Project Notes panel lets you view and add notes at the project level, visible across all tasks and workspace sessions.
Project Options Panel
The Project Options panel provides access to project configuration options directly from the workspace. 